Matt is a Wealth Advisor with Consolidated Planning Corporation, maintaining offices in Atlanta and Athens. He takes pride in providing comprehensive private wealth strategies, asset management, and financial planning services to CPC’s clients.
Prior to joining CPC, Matt was Senior Vice President with a global Private Bank, leading a team that provided investment management, private banking, trust, estate, insurance and integrated wealth management services. Drawing on over two decades of wealth management experience, Matt provides sound financial guidance to individuals and families across multiple generations, along with institutions and successful private businesses. Matt focuses on ensuring that clients receive a high level of service by working with a select number of families.
Matt earned his BBA from the University of Georgia, with a focus in accounting and finance, and is a graduate of the Cannon School of Trust. Matt is an active member of the Athens and Atlanta communities, including past board positions with the Georgia chapter of the Juvenile Diabetes Research Foundation, and current memberships in the UGA Magill Society and Touchdown Club. He and his wife, Jenny, enjoy life in Five Points, the heart of Athens.
Matt is a Wealth Advisor with Consolidated Planning Corporation, maintaining offices in Atlanta and Athens. He takes pride in providing comprehensive private wealth strategies, asset management, and financial planning services to CPC’s clients.
Prior to joining CPC, Matt was Senior Vice President with a global Private Bank, leading a team that provided investment management, private banking, trust, estate, insurance and integrated wealth management services. Drawing on over two decades of wealth management experience, Matt provides sound financial guidance to individuals and families across multiple generations, along with institutions and successful private businesses. Matt focuses on ensuring that clients receive a high level of service by working with a select number of families.
Matt earned his BBA from the University of Georgia, with a focus in accounting and finance, and is a graduate of the Cannon School of Trust. Matt is an active member of the Athens and Atlanta communities, including past board positions with the Georgia chapter of the Juvenile Diabetes Research Foundation, and current memberships in the UGA Magill Society and Touchdown Club. He and his wife, Jenny, enjoy life in Five Points, the heart of Athens.
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